Ask a planner Archives

Silvana is wondering if a trust for her home could save taxes or help with estate planning. Here’s what...

Learn how charitable donations can reduce your taxes in Canada, which organizations qualify, and strategies for couples and investors...

A DB pension plan member may have the opportunity to buy back pensionable service to increase their future pension....

Get the latest on 2025 trust and bare trust tax filing requirements in Canada, including CRA updates, exemptions, and...

A MoneySense reader is worried about a real estate transfer that her mother made to her that could become...

A MoneySense reader has limited retirement income, a paid-off condo, and anticipates a substantial inheritance from her mother. How...

A MoneySense reader is not familiar with the Canada Pension Plan death benefit. Here is a primer

Inheriting stocks? Learn the tax rules, when to sell, and how to decide if keeping inherited investments makes sense...

A MoneySense reader wants to report half the capital gain for a rental property on his spouse’s tax return....